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Lyndhurst My Planning

Monitor the total value of your wealth on the move with our My Planning service for iPad and web browser.

Want to know how much your investments are worth? Need some help from your financial adviser?

Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth. Each time you login, it will update your investment valuations and store them for you, so you can also see them off-line.That way, you can keep track of how much they are worth and whether you need to make any changes.

You can use it to find out what your risk profile is. Take an attitude to risk questionnaire in the ‘My planning’ section and share it with your adviser.

You’ll also have access to any documents that your financial adviser has published for you, such as your financial plan and any reports that have been created. Finally, you can use the application on-line to contact your adviser for more help or advice on your finances.

We feed all your investments, pensions and insurance plans into a stunning online view or iPad app so you can review their value whenever you want 24/7.

View Your Total Wealth

You can use it to assess them against your chosen risk profile. Revise your profile by taking an attitude to risk questionnaire in the ‘My planning’ section and share it with your adviser.

Analyse Your Portfolio

Breakdown each product in detail looking at your fund selection and asset allocation.

Contact Your Adviser

You’ll also have access to any documents that your financial adviser has published for you, such as your financial plan and any reports that have been created. Finally, you can use the application online to contact your adviser for more help or advice on your finances.

Contact & Help

Recent Facebook

While the increase in Auto Enrolment workplace pension contributions will help people narrow the gap in their retirement savings, there are many who need to be doing more to ensure a comfortable retirement. The research shows that 44% of people are not saving its recommended 12% of their salary towards retirement each year[2], which is more than double the new minimum AE contribution level of 5%.